Creating and managing projects

A project is the top-level container in Risk Companion. It holds your risk register, measures, assessments, and analysis tools. Every risk belongs to exactly one project, and every project belongs to your team.

What is a project?

Projects represent real-world initiatives, programmes, or portfolios that carry risk. You might create one project per capital programme, one per business unit, or one per contract. The structure is up to you.

Each project has its own risk framework, phases, permissions, and dashboard. Team members see only the projects they have permission to access.

Creating a project

Administrators and Risk Managers can create projects. The create dialog asks for the essentials; you can refine settings afterwards.

1
Open the Projects page
Click Projects in the main navigation.
2
Click Create a new project
A dialog opens with fields for the project title, description, project owner, and risk framework.
3
Fill in the details
Give the project a clear title. Optionally add a description and select a project owner from your team. If your team already has a risk framework, the most frequently used one is pre-selected.
4
Confirm
Click Create new project. You are taken to the project dashboard where you can start adding risks.

By default, the entire team can see a new project. You can restrict access to specific users in the project permissions settings.

Project overview page

The project overview is your central workspace. It shows the risk matrix, a summary of open risks and measures, and quick-access cards for key actions.

Risk matrix displays risks plotted by probability and impact, with perspective filters for financial, schedule, HSE, and reputational views.
Risk register card lists all risks with their current score, owner, and status.
Measure register card shows active measures linked to risks in this project.
Setup card provides shortcuts to project settings, framework configuration, phases, and permissions.
Analysis card gives access to Monte Carlo simulation and EMV trend charts.

You can filter risks by phase, category, tag, owner, or score directly from the project overview. The filter persists while you navigate within the project.

Editing project details

Open the project details dialog from the setup card on the project overview. You can update the following fields:

Project title is the display name used across the application.
Project manager is the person responsible for the project.
Project executive is the senior sponsor or decision-maker.
Description provides context for the AI Assistant when generating risk suggestions.
Tags let you categorise and filter projects on the Projects overview page.

Archiving and restoring projects

When a project is complete or no longer active, archive it to keep your workspace clean. Archiving soft-deletes the project and all its risks, phases, expenditure classes, and input metrics.

1
Archive
Only Administrators can archive a project. Open the project and use the archive action. The project moves to the archived list.
2
Restore
Visit the archived projects list and click the restore link. The project and all its data return to the active list.

Archiving is reversible. No data is permanently deleted until an Administrator explicitly purges it.